EN ▼
Favorites
My Favorites
View All
Market Cap Price 24h%

Disclaimer: Content does not constitute investment advice. Trading involves risks—please invest with caution!

AMD股价下跌,英特尔预测令前景蒙上阴影

2026-10-30 21:36:38
Bookmark

TLDR

英特尔预测引发芯片股下跌
AMD在财报发布前面临质疑
PC需求可能持续疲软至2027年
亚马逊支出加剧市场压力

获取3本免费股票电子书

周五盘前交易中,受英特尔疲软的营收预测影响,AMD股价下跌6.5%。英特尔第四季度的展望未能达到华尔街的预期,其股价暴跌25%。英特尔预计第四季度营收为150亿至160亿美元,低于此前预期的171亿美元。英特尔预计PC芯片营收将较上一季度下降超过20%。该公司警告称,微弱的PC需求可能会持续到2027年上半年。AMD将于11月3日公布第三季度财报,投资者密切关注其PC和数据中心销售情况。

英特尔预测引发芯片股下跌

英特尔(NASDAQ: INTC)在开盘前暴跌25%,原因是其预计第四季度营收为150亿至160亿美元,而分析师预期为171亿美元。英特尔此前公布的第三季度营收为165亿美元,调整后每股收益为52美分,高于市场预期。英特尔预计PC芯片营收将较上一季度下降超过20%,而非总营收。英特尔客户端计算部门季度销售额为81亿美元,同比下降5%。一份关于英特尔最新财报的报告指出,其数据中心和AI业务销售额同比增长了78%。

AMD在财报发布前面临质疑

AMD与英特尔在台式机和笔记本电脑处理器领域展开竞争,但两者的产品和客户群体有所不同。英特尔的预警促使市场更加关注AMD的PC芯片销售情况,尽管英特尔的业绩数据并不能直接反映AMD的表现。AMD将于11月3日(周二)美股收盘后发布第三季度业绩报告,管理层将在东部时间下午5点举行电话会议。投资者将重点关注客户端处理器、数据中心芯片的数据,以及公司对12月季度的展望。期权交易数据显示,AMD财报公布前后股价可能出现约6.8%的波动。

PC需求可能持续疲软至2027年

英特尔预计PC市场的低迷至少将持续到2027年上半年。这家芯片制造商表示,内存价格上涨推高了电脑成本,从而抑制了需求。除了财报前景受到关注外,AMD本周还宣布计划向Meta投资10亿美元,以扩大双方的人工智能合作伙伴关系。该协议涉及AI系统,而非PC销售。当AMD发布财报时,这些不同业务领域的需求走势可能会出现分化。

亚马逊支出加剧市场压力

其他科技股在周五也出现下跌。亚马逊在发布季度财报后,盘前股价跌幅超过7%。市场对亚马逊AI支出的担忧加剧了科技股的疲软,纳斯达克期货随之走低。英特尔的预测让交易者开始评估包括AMD、英伟达和高通在内的各芯片制造商的需求状况。AMD于11月3日的报告将提供其销售和利润率的直接证据。周五盘前的下跌反映了市场反应,而非AMD业绩本身的实际变化。

✨ 限时优惠

获取3本免费股票电子书

通过专家分析,发现人工智能、加密货币和技术领域的顶级表现股票。

  • 十大AI股票 - 领先的人工智能公司
  • 十大加密货币股票 - 区块链领导者
  • 十大科技股票 - 科技巨头

Disclaimer:

All content published on this website, including hyperlinks, related applications, forums, blogs, and other media accounts, originates from third-party platforms and their users. CoinMarketInsight makes no representations or warranties of any kind regarding the website or its content. All blockchain-related data and materials are provided for informational and research purposes only and do not constitute financial, legal, or investment advice. Users and third parties are solely responsible for the content they publish. CoinMarketInsight shall not be liable for any losses arising from the use of this website. You should exercise caution and conduct your own independent research, review, analysis, and verification before making any decisions.

Read Full Article
More News
Coinokc

Coinokc

Coinokc 2025 All Rights Reserved

Copyright(C) Coinokc.com, All Rights Reserved.

Guangdong ICP License No. 2025432472-2

sitemap

Disclaimer: All content posted on this website, hyperlinks, related applications, forums, blogs, and other media accounts, as well as on other platforms and by users, originates from third-party platforms and their users. Bishitong makes no guarantees of any kind regarding the website and its content. All blockchain-related data and other content materials on the website are solely for user learning and research purposes and do not constitute advice or basis for investment, legal, or any other fields. Any content posted on this website by Bishitong users or other third-party platforms is the responsibility of the individual posting and has nothing to do with Bishitong. Bishitong is not responsible for any losses incurred due to the use of information on this website. You are advised to use relevant data and content with caution and bear all risks arising therefrom. It is strongly recommended that you independently research, review, analyze, and verify the content.

Beware of the risk of illegal fundraising under the guise of "virtual currency" and "blockchain"